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For the last few years, Nvidia (NVDA) has been ruling the AI accelerator market. However, the company seems to move further than that with its latest achievement as Nvidia has become the world's biggest data center Ethernet switching vendor in terms of revenue in Q1 2026, surpassing many established networking players.
The achievement was driven by the continuing increase in AI infrastructure spending both in hyperscalers, sovereign AI projects, and corporate settings. However, while investors usually focus on Nvidia's GPUs, networking turned out to be one of the fastest-growing parts of Nvidia's revenue. Now, the key question arises: can NVDA stock still provide any upside with the huge rise in the last few quarters and $5 trillion in market capitalization?
